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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
701
RPg Family Wealth Advisory
Massachusetts
$13.9K
AIC
702
Archer Investment Corporation
Indiana
$13.1K
HFA
703
HC Financial Advisors
California
$13K
WB
704
Webster Bank
Connecticut
$12K
WAS
705
Winch Advisory Services
Wisconsin
$12K
S
706
SignatureFD
Georgia
$12K +$1.87K +25 +20%
ZB
707
Zions Bancorporation
Utah
$12K +$11.9K +159 New
AW
708
Avion Wealth
Texas
$11K
SFPG
709
Stonebridge Financial Planning Group
Florida
$11K
SL
710
Savior LLC
Massachusetts
$11K +$6.06K +81 +145%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$10K
LAS
712
Lloyd Advisory Services
Georgia
$10K +$9.72K +130 New
IFAM
713
Institutional & Family Asset Management
Colorado
$9K
IF
714
Ironwood Financial
Arizona
$9K
TF
715
TimeScale Financial
Massachusetts
$9K
FWP
716
FAS Wealth Partners
Kansas
$8K
MCM
717
Manchester Capital Management
Vermont
$8K
JWM
718
Jeppson Wealth Management
California
$8K +$7.48K +100 New
SIS
719
Sound Income Strategies
Florida
$7K
WT
720
Washington Trust
Rhode Island
$7K
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$6K -$64.3K -860 -92%
TIM
722
Tortoise Investment Management
New York
$6K
SQA
723
Simon Quick Advisors
New Jersey
$6K +$75 +1 +1%
BA
724
Ballast Advisors
Minnesota
$5K
LWA
725
Lowe Wealth Advisors
Maryland
$5K

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.